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RFMS

RWQ Financial Management Services Portfolio holdings

AUM $153M
1-Year Est. Return 70.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+70.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$8.17M
3 +$6.33M
4
AAPL icon
Apple
AAPL
+$5.3M
5
ABBV icon
AbbVie
ABBV
+$5.14M

Top Sells

1 +$16.1M
2 +$11.7M
3 +$9.35M
4
TSLA icon
Tesla
TSLA
+$9.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.76M

Sector Composition

1 Technology 34.63%
2 Industrials 10.68%
3 Communication Services 10.16%
4 Financials 9.9%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OKLO
26
Oklo
OKLO
$10.1B
-10,510